Values-based Investing

What is it?

Investing that has the power to deliver competitive returns and bring about positive change.

Values Based Investing (VBI) is an investment philosophy that considers criteria based on Environmental, Social and Governance (ESG) values, alongside financial returns, when selecting an investment opportunity.

This is one of the newest and fastest growing sectors within the investment universe. There are now over 1,254 managers representing over $34 trillion committed to VBI worldwide . According to the United States Sustainable Investment Forum (US SIF), VBI accounts for around one in every nine dollars under professional management in the US.

VBI covers a range of strategies and asset classes, from listed equity funds through to private equity investments. Increasingly new investment models are being developed that employ values-based investing to enhance returns as well as drive positive change.

Source: UNPRI- April 2013

Impact investing

Find out more about the selection process for qualifying Impact investments via the Social Stock Exchange (SSX) and their range of quoted member shares and bonds.

Investment Choices

Funds investing in Listed Financial Instruments:

  • Ethical: Negative screening: remove all “sin” sectors companies from portfolio (includes pornography, armaments, gambling, natural resources and alcohol). Positive screening: as above but also only select companies with “best in class” CSR (Corporate Social Responsibility) credentials from remaining universe.
  • ESG (Environmental, Social & Governance) -based investment: Integrating long-term ESG criteria into investment decision making in order to produce superior financial returns. This differentiates it from ethical investments, which set financial returns as a secondary consideration, subordinate to ethical or sustainability goals

Private Equity based funds:

  • Impact Investments: investments in businesses or projects with the primary aim of delivering positive change (e.g. microfinance. Community investing)
  • Green Tech: investing in new technologies that reduce or eliminate harmful impact to the environment (includes renewable fuels, waste treatment, water recycling etc.)

Allocation Policy

Before you subscribe to any New Issues you should read our Allocation Policy.

Register Interest

Register your interest in Values Based Investing to be kept informed of all our offers:

Current Offers

Type Name Theme Offer Details Closing Date Further Info  
Global Equities Alquity Future World Global Emerging Markets
  • Initial Fee Waived
  • Donation increased by 50%
OFFER PERIOD NOW CLOSED
Further Info Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
7IM Sustainable Balance C Inc12.9124.5845.5075.751.90Buy
AXA Ethical Distribution Z Inc17.6326.8857.68215.302.50Buy
Aberdeen Ethical World Equity I Inc28.9926.8753.47154.510.90Buy
Aberdeen Multi Manager Ethical Portfolio I Inc26.0443.8984.2658.420.20Buy
Aberdeen Responsible UK Equity I Inc24.3922.8055.0523.582.20Buy
BlackRock GF New Energy D4RF GBP29.1837.8780.031,023.04-Buy
Castlefield B.E.S.T Income Inst Inc7.9017.9156.1425.934.11Buy
Castlefield B.E.S.T Income Charity Inc7.9117.9256.4225.934.11Buy
Climate Assets B Inc21.3236.3470.9450.232.53Buy
EFA Eden SRI B Inc12.5721.85-5.362.28Buy
EFA Eden SRI A Inc12.3521.12-5.362.28Buy
EdenTree Amity European B30.2739.28112.6281.112.15Buy
EdenTree Amity International B26.1831.5665.90214.581.94Buy
EdenTree Amity Sterling Bond B7.6813.6635.2198.044.73Buy
EdenTree Amity UK B13.7124.6673.88145.822.14Buy
F&C Responsible Global Equity 2 Inc25.5857.5395.43311.770.70Buy
F&C Responsible UK Equity Growth 2 Inc18.8330.5180.48385.002.00Buy
F&C Responsible UK Income 2 Inc11.5526.4873.27314.753.80Buy
FP WHEB Sustainability C Inc24.4750.0784.48151.000.83Buy
Henderson Global Care Growth I Inc26.8949.75107.53533.650.60Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Impax Environmental Markets Ord 10P31.2753.42138.23-12.19259.36Buy
Jupiter Green Investment23.2426.8992.90-5.55185.81Buy
Menhaden Capital Plc ORD 1P4.13---28.1087.62Buy
NextEnergy Solar Fund Limited Red Ord Npv24.8131.57-10.87102.60Buy
Syncona Limited Ord NPV13.1332.60-11.53131.44Buy
Tejoori245.45204.00-24.00--Buy
Trading Emissions PLC-29.52-18.912.53--Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
Lyxor UCITS ETF WORLD WATER D GBP4.4126.1063.56-GBXCommodity & EnergyBuy
UBS ETF - MSCI EMU Socially Responsible UCITS ETF (EUR) A Dis GBP9.8631.8946.87-GBXEquity - EthicalBuy
iShares Dow Jones Europe Sustainability Screened UCITS ETF GBP8.4724.4827.2479.48GBPEquity - EthicalBuy
iShares Dow Jones Global Sustainability Screened UCITS ETF GBP7.1230.1446.2186.31GBPEquity - EthicalBuy
iShares Global Clean Energy UCITS ETF GBP-7.218.5411.0842.69GBPCommodity & EnergyBuy

VCTs

Name1 Year (%)3 Years (%)5 Years (%)NAVDiscountNDYSector
Foresight Planned Exit VCT2.76-26.13-22.8841.10-74.45-VCT GeneralistBuy
Foresight Solar & Infrastructure VCT PLC C ORD 1P--6.68-88.10-10.336.33VCT Specialist EnvironmentalBuy
Foresight Solar & Infrastructure VCT PLC D---98.901.11-VCT Specialist Environmental Pre QualifyBuy
Foresight Solar & Infrastructure VCT PLC Ord 1P6.67-1.5331.09101.70-10.036.56VCT Specialist EnvironmentalBuy
Hazel Renewable Energy VCT1 PLC A Shs 0.1P-0.508,668.410.104,950.00-VCT Specialist EnvironmentalBuy
Hazel Renewable Energy VCT1 PLC Ord 0.1P-3.2910.3458.04118.10-12.794.85VCT Specialist EnvironmentalBuy
Hazel Renewable Energy VCT2 PLC A Shs 0.1P-0.508,668.410.104,950.00-VCT Specialist EnvironmentalBuy
Hazel Renewable Energy VCT2 PLC Ord 0.1P-3.2910.8958.84117.30-12.194.85VCT Specialist EnvironmentalBuy
Octopus VCT 3 PLC ORD 1P-27.33-33.40-30.0780.10-30.719.01VCT Specialist EnvironmentalBuy
Octopus VCT 4 PLC ORD 1P-27.33-33.40-30.0780.10-30.719.01VCT Specialist EnvironmentalBuy
Triple Point Income VCT Plc Ord 1P-46.1941.2868.27-26.76-VCT Generalist Pre QualifyingBuy
Ventus 2 VCT PLC D SHS 25P5.3510.62-123.30-14.843.33VCT Specialist Environmental Pre QualifyBuy
Ventus VCT23.8150.05113.82113.20-6.3615.09VCT Specialist EnvironmentalBuy
Ventus VCT 214.7148.59181.3078.20-10.497.50VCT Specialist EnvironmentalBuy
Ventus VCT 2 C24.1850.4353.07125.10-8.076.96VCT Specialist EnvironmentalBuy
Ventus VCT C24.8150.5470.64124.00-7.266.96VCT Specialist EnvironmentalBuy
Ventus VCT PLC D SHS 25P5.3510.62-122.80-14.503.33VCT Specialist Environmental Pre QualifyBuy

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Please be aware of the risks involved. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Past performance is no guarantee of future performance. Tax treatment depends on your individual circumstances and may be subject to change. If in any doubt, please seek advice.

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